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saw slow downs. apple and samsung, we love these companies because they had no europe last year, in china, no mexico. now we wish they had all three and there was business formation. let's focus on the other half of the equation. it's a little. where the money is going. last night china heads to one more marketable session. holy cow, courtesy of new attitude. the gold double digit growth is taking up the fxi. follow along, but it is taking up to the ancillary chinese place, like coach. did you see that today. rallying more than $2. we are seeing steady names in big commons. totalling chinese demand, truck demand. this one won't stop climbing. i say watch starbucks which is a gigantic expansion. i think it's going terrific clee. and that stock is taking a hit because of disassociation with the people's of republic, it's coming back strong. nike was hurt but that's becoming a thing of the past and buyers are piling in. the worst is over for certain at least in china. how about winn? nonetheless, steve win has put a lot of resources into mack could you macou. things are getting bet
of the company say, all right, let's take a hard look before we switch out. >> it's not even apple or samsung. in terms of global market share, the top five, i mean, r.i.m.'s not up there, but zte is up there, along with samsung and apple. it's not just samsung and apple versus r.i.m. at all. it's r.i.m. versus everybody else. >> 79 million subscribers. >> market share for these guys, 5%. two years ago, 20%. i mean, a lot has gone on while they have been trying to get this thing ready. the question is, how much has android and ios taken out of the room. we will see. the presentation at 10:00. jon fortt has tried out the software and is relatively impressed. they'll not show their super bowl ad, so they say. we'll find out. jim, you are the ray lewis of our team today. you're playing hurt. you got the big brace on your arm, but this time it's your voice. you're amazing. >> san francisco, watch out. >> well, talk about missions, let's talk about amazon. set to open at new all-time highs. the online retailer is better than expected profit margins, that is the key story here. as we said earlier a
of apple has to go someplace else. amazon, like it. >> samsung and the whole supply chain. >> one more check on shares on apple, down by just about 10%. the last time this stock was down 10% during the may flash crash on earnings. it was p12008. having an impact on the qs. i'm melissa lee. see you tomorrow at 9:00 for "squawk on the street." "mad money" with jim cramer starts right now. >>> i'm jim cramer. and welcome to my world. >> you need to get in the game. going out of business and he's nuts! they're nuts! they know nothing! i always like to say there's a bull market somewhere. "mad money," you can't afford to miss it. hey, i'm cramer. welcome to "mad money," welcome to cramerica. other people want to make friends, trying to save you a little money. my job is not just to entertain but to educate and put things in perspective. call me at 1-800-743-cnbc. not everything in the market can be explained by cold hard facts. not everything is rational or even cut and dried or it can even be ascertained with close scrutiny. including today where the dow vaulted 67 points s&p advanced, nas
whether to be like samsung or those guys in nokia that just slashed the dividend. and what we heard wednesday from apple and last night from samsung is a tale of woe that you could argue says smartphones have become saturated. everybody who needs a smartphone has one and now they're even trading down, not even buying expensive smartphones. qualcomm has got a heavy burden as it's going to have to tell us if that's the case, if there really is saturation. it has to tell us because it's the semiconductor brain for so much of the next generation of smartphones. this is the most important call of the week. and it might be when you can start buying apple if it hasn't bottomed by then. not that i want you in it but people do keep asking me. and please understand that apple is going from growth stock to value stock and that's often an ugly journey. okay? there's clip joints along the road and a lot of speed traps you know, the with r5idar guns. thursday is a day made for "mad money." and we think lightning could strike, possibly more than once. we have said recently that three companies who
the way to the bank. apple has real competition from samsung. with an android operating system with the visionaries from google. sure the market's big, but samsung's beating apple in cell phone share and perhaps more important, apple's phones may not be good enough to take that share back. tablets are terrific. but apple's lost the invinceability that extends to the tablet market. apple has compounded the problem by releasing a faulty map app, a new cord, and i like the old one, and a disliked itunes iteration. it's no longer the only game in town. amazon's total addressable market if it can perfect same-day delivery, which it is going to do with all of these warehouses, is literally all of retail, everything, everything sold at costco, walmart, supermarket, department store, food store, hardware store around the globe. maybe one day selling houses and boats if u.p.s. can figure out a way to deliver them. the addressable market may be no longer than the personal computer and cell phone replacement segment. and many think in a few years, those markets will be saturated. nobody w
on your apple hat, all right? they would rather do business with samsung's chip, even though samsung is their biggest competitor, than switch to intel. >> what are we missing? there's uniform negativity here. we'll look back on it at end of this year and say, wait a second, we should have thought of that. >> don't throw that. >> that pc was bad, and they had every right to go out the window. all right, i've calmed down. >> there's no hope? >> anytime you have that budget, you can do it. i like stacy very much. it's a great manufacturer. there's hope. >> okay. >> there's hope. same level of hope. silver lining theory i call it. >> okay. when we come back, a wall street analyst known for being a longtime bear on netflix. and from textbook reynolds to the linked-in for college students, we'll talk to former yahoo! ceo. [ "i'm only human" plays ] humans. even when we cross our t's and dot our i's, we still run into problems. namely, other humans. at liberty mutual insurance, we understand. that's why our auto policies come with accident forgiveness if you qualify, where your rates won't
there is also a subsidy for the samsung galaxy. when you've only got two devices to choose from, not enough competition for these carriers to say, no, we're not going to pay that much. that certainly would seem to be something here that investors are going to continue to pay attention to. the margins are the key here. we'll see. high multiple stock, 15 times, does have a nice dividend as you point out. investors may be looking closely at the margin number for their guidance for the year, despite what are some positive comments. >> we love the stuff. how does it change. how does the metric change. if we look at the fios numbers, they start making money on the dvr, no, now it's just wireless. >> you don't want to forget about the other important parts of the business. there's a wire line business, and that's where they took the sandy charge in terms of the wire line. the positive effects from the union deal that will start to be felt this year. but wireless is the key for this company. it's what moves the stock. it is the most important component by far. this is a giant player that has had ex
. this is also gesture technology? >> samsung series 7, this is also gesture, nontouch. it is touch as well. this does a little bit of both. if you're looking for devices -- there are some different combinations, things you can do without touch, things you can do with touch. you don't want to get oil, vinegar all over your keyboard. wave at the computer. >> that's great. this is ingenious. we've been through superstorm sandy here. a lot of people lost power. this is a way to bring light into your life when there is no electricity. >> it's called luminaid. charge it in the sun for five hours. >> pouch that folds flat like this. >> waterproof. you blow it up and it looks like this. then basically to turn on the light it has two settings with this little power button. it will be hard to see maybe in the studio. you can see lights being generated from that. >> you store half a dozen of those and you blow them up at a time when you need them, you've got light in an entire room. >> you do. they're waterproof, puncture proof. two women, one from dartmouth, the other from columbia university came u
ago. you look at the third-quarter share loss. 14.6% down from 23% a year ago. you look at samsung's growth, and samsung at 31% of worldwide shipments, from 8.8%. so we're seeing these two sort of cross paths here with samsung on the upswing, samsung yesterday reporting a record year, and apple on the down side. >> how long is tim cook going to subsidize its biggest enemy, samsung, and not go to taiwan semiconductors? do something about this south korean invasion. samsung is apple around the world. >> no doubt about it. took that nice train from london to paris. it goes a lot faster than amtrak, just so you know. >> does it lose money every year? >> no apple iphones to be found. but you saw a lot of galaxiegal >> you know, i've got to tell you, apple, wow, what a powerful hurt it's being put on a lot of people. this was one of those stories that everybody owns, and now everybody's saying, what the heck. >> right. >> got to break some news here with mary thompson. i think she's back at headquarters, news on aig. >> as we all know, the company's board is meeting today. and evidently
lots of people who bought apple when it was the undisputed king of smartphones. samsung, got that great operating system, android, google. it's good enough so customers don't have to pay up for the iphone and the big phone companies are happy to steer customers there because they make more money selling samsung than apple. people who bought apple because of the chart. it was a stock that kept going higher, so the analysts kept raising targets, numbers. but once the stock started going down, the charts became the enemy. a virtuous circle became a vicious cycle down, chart became your enemy and that means the same people who had raised their price targets on the way up are now busy cutting them on the way down. and there'll be many, many more heard from tomorrow morning. sellers have been taking profits or losses, frankly, if they bought it too high either because they're trying to follow the discipline of not turning a gain into a loss, that's what i did for my charitable trust, follow along. we cut our position in half so we could play with the house's money. still stings, though, but y
carefully before investing. >>> welcome back to "squawk" this morning. making headlines, samsung electronics says it's likely earned a quarterly profit of $8.3 billion, selling about 500 handsets a minute. samsung also benefiting from a pickup in demand for flat screens it makes for mobile devices, including those for rival apple products. but some analysts say investors are concerned samsung's momentum may slow in the first half. also at ces they're selling a $20,000 television that starts -- >> what? >> the new tvs start at 60 inches and go up to 100. >> 85? >> i heard about it. >> 85, that's -- >> life size at some point? >> oh, no. we wanted -- >> right. >> it will be in like two years. >> wait. that would be -- it would be more expensive to remodel your living room. >> now to sports and i like the sweater. i like you in that sweater. that's the sweater. >> i was in wisconsin when you said that i wore -- >> i don't think the guy could wear a sweater. but you're casual. you got the casual, almost a suito jean type thing going on. >> do a couple interviews in the field today and this is wh
. >> the competitor samsung, i keep thinking about the european trip, and you saw samsung there. >> i did. i got a lot of tweets on that, too, saying, you know, come on. >> you're breaking -- >> they have iphones over there, too. >> on "usa today," in front of the business section, all about apple losing their cool again. samsung, meantime, crossing in the 100 million unit mark in the galaxy. >> do you also throw out the suppliers with this, with the momentum downward? do you throw out the names like broadcom and qualcomm, which is both on android and apple? if apple is losing handsets to samsung, broadcom would pick that up. >> everything's so tainted. qualcomm, 4g, 5g, doesn't matter, you're going to need their chips. arm holdings downgraded today. the apple complex, which was so great when momentum was terrific, is, of course, in reverse momentum. i think people don't know what to do. there's a lot of people who came in to apple between 500 and 700, because i think many things seem like they're going great. and they don't know what to do, other than criticize people who wonder whether it's as great
to address. >> brian, we got to let you go. real quick, samsung? i read that they may have, at least the gossip is, they may have a screen that won't break? it's a flexible screen? i'm excited if this is true. >> yes, so samsung has a huge product announcement and a lot of innovations. they're going to be showing off flexible displays. small and large, so smart phone and tv. but they're going to have a brand new product and i think that will be probably the most applicable thing to the earnings on samsung over the next year or two because it will go to market. >> brian white, thank you for w joining us this morning. >> coming up, several stocks on the move this morning. we'll check in with jim cramer at the new york stock exchange. that's nextment ♪ ♪ ♪ [ male announcer ] don't just reject convention. drown it out. introducing the all-new 2013 lexus ls f sport. an entirely new pursuit. [ male announcer ] how do you make 70,000 trades a second... ♪ reach one customer at a time? ♪ or help doctors turn billions of bytes of shared information... ♪ into a fifth anniversary of
, certainly not apple or samsung. you sure wouldn't want to own the stock based on the quarter or the conference call. but what did management hang its hat on? how did they entice you into thinking you should own the stock here? because of hope, hope that the second half of the year will be stronger globally, that the world's economies are going to get better. and that made me ask myself, is this hope that things will get better or somehow do they just know it? and if they do know things will get better, please tell me how. i certainly believe in hope. in the end, if you're investing, i say hope should be part of the equation. you can hope that the ravens beat the belichicks and bradys and sunday, we need more facts to get more bullish from here. and the sooner we get them, the more positive i'll feel about the stocks after the run they've had. stay with cramer. >>> keep up with cramer all day long. follow @jimcramer on twitter and tweet your questions #madtweets. ♪ [ male announcer ] how do you make 70,000 trades a second... ♪ reach one customer at a time? ♪ or help doct
like samsung and cell phone makers. and when bad times hit the cell phones shut down and all of a sudden we used to ship 10 million units a quarter and we ship none. it's the whim of the consumer, not the whim. what the consumers do based on the economy feeds right on back to you very quickly. and you can't predict it. we don't know when the economy's going up or down, and we're the tail on the dog. we really get whipped around. >> what worries me here is -- couple worries. one, i always thought you ran a lean company. always. i've been proud of it in lean. then it turns out you're saying you've got a lot of fat and you're going to get rid of a lot of people. which is it? >> we've always been lean, and we're lean now. we are making some cuts that we have to make that are structural that we're getting rid of a division and we're basically loading the work of that division onto the other three division managers. but we're all going to work more hours. we weren't fat. i'm not going to say we're fat. but obviously, if we can make cuts, the question is validly stated. so why didn'
's all good. >> samsung -- >> it's all good. we want to run business applications so our customers take better care of their customers. so they can provision applications on the mobile, make their customers happy and we secure those devices and those transactions so our customers are best-run businesses. my thing is the knowledge company. >> okay. >> if you think about the cloud big data and mobile and knowing more about the end-to-end value chain on how to connect with that customer, than any other company in the world, that's the knowledge company. that's s.a.p. >> so the knowledge company even works in an atmosphere like europe where obviously your numbers are as if europe's doing well. what happens to your numbers if europe actually does well itself? >> they go even higher. i mean, we grew 13% in europe. we grew five times faster than our nearest competitor. we're taking share from everybody. and if you look at our competitors, why are they losing? >> jim, why are they losing? >> why are they losing? because the eye has to be on innovation. you have to help companies grow. and in eu
to happen. it has to happen in order to be able to grow. i keep coming back to, samsung has the hot one. arm holdings, they're in apple. people are saying, look, i can't take apple anymore. now, remember, it is at 520. >> and maybe inside of apple you play like qualcomm, which gets into device, not just an apple device. qualcomm is estimated there's about $4 to $5 of content in every iphone, and that is about the same as samsung. that's the ultimate -- >> i went out and saved money with qualcomm. scott mcgregor's got it down. it's in everything. amen, qualcomm. >> still in the smartphone space, r.i.m. having what is like almost an echo of past headlines. that is more trouble with service in the middle east. i think asia -- no, middle east -- >> africa. >> -- africa, yeah. >> and indonesia. that's where they're headquartered, isn't it? >> big population there. >> another downgrade today. it's really -- the new iteration is apparently not taking the world by storm, right? you switched. everybody switched. >> i switched. >> you switched, right? growing work horses here, this is the bmo. the sto
delicious. [ female announcer ] eggo waffles. with a samsung galaxy ii from we straight talk wireless.one he'll get the same great nationwide coverage for half the cost. let's see if he notices. everyone noticed. joe saved $950 a year. enough to buy some sweet mother of glory pyrotechnics. rock on, abigail. rock on. same phones, same networks. half the cost. a samsung galaxy s ll with unlimited everything just $45 a month. straight talk wireless. only at walmart. for their annual football trip. that's double miles you can actually use. tragically, their buddy got sacked by blackouts. but it's our tradition! that's roughing the card holder. but with the capital one venture card you get double miles you can actually use. [ cheering ] any flight, anytime. the scoreboard doesn't lie. what's in your wallet? hut! i have me on my fantasy team. i took something for my sinuses, but i still have this cough. [ male announcer ] a lot of sinus products don't treat cough. they don't? [ male announcer ] nope, but alka seltzer plus severe sinus does it treats your worst sinus symptoms, plus that annoying co
component orders, other empirical metrics about the popularity versus samsung have changed dramatically. what's true? >> i think there's a combination, you know, of both, carl. i think what you saw was probably back in september, the stock got way ahead of itself. today i think the pessimism is, you know, too great. i think probably the stock is a fair value, around 600, 600 to $700 range. keep in mind, this is a technology company. as we move along the technology cycle, competition is going to come in. google's android and samsung are very formidable competitors. this is going to continue to happen. we'll see margins deteriorate at some point. that's the debate. when do you see those margins start to fall off. we don't think that's right now. >> we've seen it, channing. we've seen it. margins have peaked with the iphone 3gps. it's a decline we've seen for months and months. it sounds like your sentiment has also changed. even if it's just the margins, at what valuation do you think apple should be trading right now? it's not the valuation it was trading at when it was $700, according t
pod. i feel all along they should have done that with the phone. samsung is for real and other carri carriers that dictate a lot of demand trends. i like the strategy. i think they can gain margin through scale and sell a lot of accessories and services through that. that's a little hard to stole my investors and my clients sometimes. i think that the ipod way, they went after it and they didn't let anybody do anything in that music player market. i actually think that's the way to go in phones. now that we've passed that time, they need to be a little careful. they can do a phone with a 40% margin, below the current but not below others. >> and some people anticipated in part they sold so many of the iphone 5 more than expected. is that good news for apple? >> it's a mixed news. actually, i think the big news of verizon, they sold more iphones than expected but sold more old iphones. half were iphone 4s and 4 ss. those actually carry a higher margin than iphone 5. the gross margin may be surprising given the mix of old iphones was stronger than expected and i expect it continues. wh
china buying 400 phones. >> and samsung is getting huge market share. by the way, the coolest new phone you'll ever see in your whole life, they now make a screen that doesn't break. >> what? >> it's foldable, twistable, you can't break it. >> have you broken a screen on your phone? >> no, but people are constantly breaking phones. you drop them on the floor and they break. anyway, amazon is taking aim at apple's i tune store unveiling amazon autorip. it's free versions of music cds they pufr chased. analysts hope it will encourage more people to use the class service. >> how would you know whether you were being a really good lincoln or not? how do we know how he acted and how he talked? how would you know if someone was a really good -- other than just good makeup? how would you know whether it was good performance? >> it's guesswork. it doesn't sound like daniel day-lewis. >> but they're saying that he is -- that no one should even show um, that is nominated with him because he's going to win. but how do you know he's realistic? >> it is amazing considering he's european and -- >> bu
Search Results 0 to 28 of about 29 (some duplicates have been removed)

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